In this topic you will learn how to Process Reports - Output type E-MAIL.
Navigate to the Report Request search page as follow:
Main Menu > Reporting Tools > PS/nVision > Define Report Request
When working in Reports, enter your Business Unit: LSUSH, LSUNO, or HCSDA.
For training purposes only, enter the desired information into the Business Unit field. Enter "LSUNO".
Click the TBFUND link for LSUNO or LSUSH users. HCSDA users, select TBALLFND.
On the nVision Email Output page, enter the recipient's email address in the Email Template field. Multiple user email addresses can be entered, but must be separated by a comma (e.g. xxxxxx@lsuhsc.edu, xxxxxx@lsuhsc.edu).
Click the Refresh button every 15 - 20 seconds until the Distribution Status is "Posted".
Once the Distribution Status = Posted, the system will generate and send an email to the listed email account with the report attached.
NOTE: The email will be sent from PS9FSPRSCH@lsuhsc.edu.
Double-click the TBFUND.xls or TBALLFND.xls attachment to view the report.
A new window is opened and the report displays. Once the report is open, you may perform any drill or Excel function as desired.
NOTE: You may receive a security message if the report is not from a trusted source.
This completes Process Reports - Output type E-MAIL.
When working in Reports, enter your Business Unit: LSUSH, LSUNO, or HCSDA.
For training purposes only, enter the desired information into the Business Unit field. Enter a valid value e.g. "LSUNO".
On the nVision Email Output page, enter the recipient's email address in the Email Template field. Multiple user email addresses can be entered, but must be separated by a comma (e.g. xxxxxx@lsuhsc.edu, xxxxxx@lsuhsc.edu).